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iShares Russell 1000 ETF
IWB

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1201
Holistic Financial Partners
Indiana
$284K – – –
HCM
1202
Highview Capital Management
Illinois
$284K – – –
PAM
1203
Pacific Asset Management
Washington
$282K -$370 -1 -0.1%
KPWM
1204
KDK Private Wealth Management
Texas
$282K – – –
GC
1205
Grimes & Company
Massachusetts
$280K -$184K -497 -40%
GFG
1206
Goldstone Financial Group
Illinois
$280K – – –
MTIC
1207
Missouri Trust & Investment Company
Missouri
$280K – – –
HA
1208
Hegarty Advisors
New York
$280K +$277K +749 New
BWP
1209
Balboa Wealth Partners
Arizona
$279K +$741 +2 +0.3%
TAM
1210
Titleist Asset Management
Texas
$276K +$55.6K +150 +25%
PCA
1211
Purkiss Capital Advisors
Connecticut
$274K – – –
W
1212
WealthCollab
Washington
$273K – – –
BPC
1213
Bearing Point Capital
Minnesota
$273K – – –
RWM
1214
Rialto Wealth Management
New York
$271K -$10K -27 -4%
JSA
1215
Jacobson & Schmitt Advisors
Wisconsin
$271K – – –
MIM
1216
MTM Investment Management
South Carolina
$271K +$741 +2 +0.3%
BFO
1217
Boston Family Office
Massachusetts
$271K – – –
GAM
1218
GEM Asset Management
Michigan
$271K – – –
TC
1219
TFR Capital
Texas
$271K – – –
WDG
1220
Wealth Dimensions Group
Ohio
$270K – – –
RWA
1221
Redhawk Wealth Advisors
Minnesota
$270K -$2.96K -8 -1%
HF
1222
HRT Financial
New York
$270K -$4.18M -11,277 -94%
WE
1223
Wealth Effects
Massachusetts
$270K – – –
EWM
1224
EPG Wealth Management
Georgia
$269K – – –
RE
1225
Rydar Equities
Texas
$269K +$741 +2 +0.3%
47 48
49
50 51